AIM

Anchor Investment Management Portfolio holdings

AUM $1.07B
This Quarter Return
+0.49%
1 Year Return
+9.94%
3 Year Return
+31.13%
5 Year Return
+125.71%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$514K
Cap. Flow
+$7.77M
Cap. Flow %
0.72%
Top 10 Hldgs %
23.15%
Holding
1,060
New
37
Increased
216
Reduced
181
Closed
20

Top Buys

1
$18.9M
2
$2.04M
3
$1.46M
4
$1.3M
5
$923K

Top Sells

1
$20.2M
2
$1.22M
3
$1.14M
4
$1.08M
5
$890K

Sector Composition

1Technology14.68%
2Financials13.5%
3Healthcare11.48%
4Industrials7.73%
5Consumer Staples6.52%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.45M0.13% 4,641
-1,837
-28%
-$572K
$1.45M0.13% 8,381
+32
+0.4%
+$5.52K
$1.44M0.13% 67,945
+14
+0%
+$297
$1.44M0.13% 50,943
+13,663
+37%
+$386K
$1.43M0.13% 7,584
-148
-2%
-$27.8K
$1.4M0.13% 4,248
-69
-2%
-$22.7K
$1.39M0.13% 27,747
+598
+2%
+$30K
$1.36M0.13% 4,372
+903
+26%
+$282K
$1.34M0.13% 10,411
-48
-0.5%
-$6.19K
$1.32M0.12% 2,827
-132
-4%
-$61.5K
$1.29M0.12% 5,670
-105
-2%
-$23.9K
$1.29M0.12% 5,199
-25
-0.5%
-$6.2K
$1.27M0.12% 12,087
+100
+0.8%
+$10.5K
$1.26M0.12% 7,610
-225
-3%
-$37.4K
$1.26M0.12% 8,172––
$1.26M0.12% 30,352
+2,965
+11%
+$123K
$1.24M0.12% 62,769
+295
+0.5%
+$5.84K
$1.24M0.12% 36,335
+1,000
+3%
+$34.1K
$1.24M0.12% 8,860
+6,500
+275%
+$909K
$1.23M0.11% 9,800––
$1.2M0.11% 4,413
+450
+11%
+$123K
$1.2M0.11% 9,904
+197
+2%
+$23.9K
$1.2M0.11% 19,711
+790
+4%
+$47.9K
$1.19M0.11% 21,525
-3,300
-13%
-$182K
$1.18M0.11% 63,655––
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